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JVMAX vs MCVAX
JVMAX vs MCVAX Comparison
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JVMAX vs MCVAX Comparison Chart in %
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JVMAX vs. MCVAX commentary
Aug 24, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JVMAX is a Hold and MCVAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.1B vs. MCVAX (788M). MCVAX pays higher dividends than JVMAX: MCVAX (1.19) vs JVMAX (0.48). JVMAX was incepted earlier than MCVAX: JVMAX (29 years) vs MCVAX (12 years). MCVAX (1.18) is less costly to investors than JVMAX (1.11). MCVAX is a more actively managed with annual turnover of: 59.00 vs. JVMAX (48.00). MCVAX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). JVMAX (1000) and MCVAX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : 9.78 vs. MCVAX (-0.42). JVMAX return over 5 years is better than : 17.02 vs. MCVAX (-20.82).
| JVMAX | MCVAX | JVMAX / MCVAX | |
| Total Expense Ratio | 1.10 | 1.18 | 93% |
| Annual Report Gross Expense Ratio | 1.11 | 1.18 | 94% |
| Fund Existence | 29 years | 12 years | - |
| Gain YTD | 17.152 | 12.867 | 133% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 788M | 3,058% |
| Annual Yield % from dividends | 0.48 | 1.19 | 40% |
| Returns for 1 year | 9.78 | -0.42 | -2,329% |
| Returns for 3 years | 25.36 | 6.62 | 383% |
| Returns for 5 years | 17.02 | -20.82 | -82% |
| Returns for 10 years | 55.69 | -2.62 | -2,128% |
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